Settings and activity
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606 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
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Claire Kelly
commented
This has become a critical issue for clients, who we want to migrate to Xero to a single platform, rather than consolidate 15 different accounts datasets. They require each user to have an access to single bank accounts and not all bank accounts. Please update us on progress in this area
Claire Kelly
supported this idea
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12 years since the posting of this requirement, 2 years since input requested from users, several user requests for same and nothing in terms of changes in the system user settings to all this to happen. It is really important to have this flexibility when working with several users in different areas. Please Please get this functionality requirement sorted